Focused Wealth Management, Inc Portfolio Holdings
Focused Wealth Management, Inc
- $928 Million
- Q4 2025
Focused Wealth Management, Inc has filed its 13F form on January 29, 2026 for Q4 2025 where it was disclosed a total value porftolio of $928 Million distributed in 213 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Spdr Portfolio with a value of $153M, Vanguard Value ETF with a value of $127M, Invesco Qqq Trust, Series 1 with a value of $109M, Vanguard Intermediate Term Cor with a value of $45.7M, and Vanguard Ftse Emerging Mkts Et with a value of $30.7M.
Examining the 13F form we can see an increase of $22.6M in the current position value, from $906M to 928M.
Below you can find more details about Focused Wealth Management, Inc portfolio as well as his latest detailed transactions.
Portfolio value
$928 Million
ETFs: $701 Million
Technology: $66.7 Million
Financial Services: $56.9 Million
Communication Services: $28.4 Million
Consumer Cyclical: $24.3 Million
Industrials: $13.9 Million
Healthcare: $13 Million
Consumer Defensive: $7.53 Million
Other: $16.5 Million
Stock Holdings Table Market Cap. of $200 Billions or more
Summary
- Portfolio
- No. of Stocks 213
- Current Value $928 Million
- Prior Value $906 Million
- Filing
- Period Q4 2025
- Filing Date January 29, 2026
- Form Type 13F-HR
- Activity in Q4 2025
- New Purchases 24 stocks
- Additional Purchases 108 stocks
- Sold out of 0 stocks
- Reduced holdings in 53 stocks